Add vetted client records from consultation forms fast

Consultation form submissions often arrive unvetted, with invalid phones or missing context that slow outreach. Capture validated client records so reps can confirm bookings same day.

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Overview

Unvetted consultation leads cost time and missed bookings; your reps need reliable contact records to act quickly. This flow captures submissions, validates phone numbers, and creates client records so reps can confirm consultations and start outreach the same day.